| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 121 | 148,067 | VTI, BNDX, VCIT, AAPL | 13F-HR | 10/30/2024 | 000194082324000010 |
| Q2 2024 | 122 | 141,129 | VTI, MSFT, BNDX, AMZN | 13F-HR | 7/17/2024 | 000194082324000006 |
| Q1 2024 | 131 | 138,753 | VTI, MSFT, AMZN, SPLG | 13F-HR | 5/6/2024 | 000194082324000004 |
| Q4 2023 | 127 | 126,144 | VTI, SPLG, AAPL, MSFT | 13F-HR | 2/6/2024 | 000194082324000002 |
| Q3 2023 | 127 | 113,754 | SPLG, AAPL, MSFT, AMZN | 13F-HR | 10/24/2023 | 000105329223000013 |
| Q2 2023 | 119 | 111,840 | SPLG, AAPL, MSFT, AMZN | 13F-HR | 7/12/2023 | 000194082323000007 |
| Q1 2023 | 129 | 110,120 | SPLG, AAPL, MSFT, ESGU | 13F-HR | 4/17/2023 | 000194082323000005 |
| Q4 2022 | 128 | 105,255 | SPLG, AAPL, ESGU, MSFT | 13F-HR | 2/1/2023 | 000194082323000003 |
| Q3 2022 | 118 | 94,863 | SPLG, AAPL, ESGU, MSFT | 13F-HR | 11/9/2022 | 000194082322000002 |